INITIAL MEETING:
Please bring the following items to your first meeting:
If you are currently working:
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$______________ |
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$______________ |
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If you are currently retired:
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$______________ |
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$______________ |
![]() (Please be sure to include all living expenses, taxes, vacations, and miscellaneous expenses) |
We graciously accept new clients.
SECURITIES OFFERED THROUGH STIFEL:
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Check Writing | 529 College Savings Plans |
Debit MasterCard® | Education Savings Account |
Bill Payment Services | ![]() |
Stifel @ccess (Online account access) | ![]() |
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Certificates of Deposit | Disability Insurance |
Corporate Bonds | Life Insurance (Individual and Business Applications) |
Government and Agency Securities | Long-Term Care |
Municipal Bonds | ![]() |
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401(k) Plans | ![]() |
Profit Sharing Plans | ![]() |
Money Purchase Plans | ![]() |
SEP IRAs | |
SIMPLE IRAs | |
Defined Benefit Plans |